← TIGER GLOBAL MANAGEMENT LLC
Positions
73
Total value
$25.79B
Top 10 concentration
58.5%
New positions
4
Exited positionsvs. Q1 2020
- IQIYI INC ($17.8M)
- LIVONGO HEALTH INC ($7.13M)
- BILL COM HLDGS INC ($2.74M)
- SUNLANDS TECHNOLOGY GROUP ($411K)
- PENNEY J C CORP INC ($306K)
Holdings · 73
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | JD.COM INC 47215P106 | SPON ADR CL A | $3.11B | 12.05% | 51,650,366 | +2.0% |
| 2 | MICROSOFT CORP 594918104 | COM | $2.24B | 8.69% | 11,011,151 | +2.0% |
| 3 | FACEBOOK INC 30303M102 | CL A | $1.99B | 7.70% | 8,750,500 | — |
| 4 | APOLLO GLOBAL MGMT INC 03768E105 | COM CL A | $1.69B | 6.56% | 33,913,500 | — |
| 5 | AMAZON COM INC 023135106 | COM | $1.64B | 6.34% | 593,030 | +7.4% |
| 6 | ALIBABA GROUP HLDG LTD 01609W102 | SPONSORED ADS | $968.85M | 3.76% | 4,491,662 | — |
| 7 | RINGCENTRAL INC 76680R206 | CL A | $948.05M | 3.68% | 3,326,370 | — |
| 8 | SEA LTD 81141R100 | SPONSORED ADS | $896.44M | 3.48% | 8,359,235 | — |
| 9 | SPOTIFY TECHNOLOGY S A L8681T102 | SHS | $822.49M | 3.19% | 3,185,589 | +16.3% |
| 10 | TRANSDIGM GROUP INC 893641100 | COM | $776.79M | 3.01% | 1,757,245 | — |
| 11 | CARVANA CO 146869102 | CL A | $722.75M | 2.80% | 6,012,907 | — |
| 12 | NETFLIX INC 64110L106 | COM | $705.77M | 2.74% | 1,551,000 | — |
| 13 | SUNRUN INC 86771W105 | COM | $587.13M | 2.28% | 29,773,257 | — |
| 14 | WORKDAY INC 98138H101 | CL A | $563.95M | 2.19% | 3,010,000 | +29.9% |
| 15 | PINDUODUO INC 722304102 | SPONSORED ADS | $523.45M | 2.03% | 6,098,000 | +2.7% |
| 16 | CROWDSTRIKE HLDGS INC 22788C105 | CL A | $505.66M | 1.96% | 5,042,000 | +1916.8% |
| 17 | GDS HLDGS LTD 36165L108 | SPONSORED ADS | $456.5M | 1.77% | 5,730,659 | — |
| 18 | SALESFORCE COM INC 79466L302 | COM | $436.42M | 1.69% | 2,329,700 | +105.8% |
| 19 | MONGODB INC 60937P106 | CL A | $432.6M | 1.68% | 1,911,300 | — |
| 20 | TWILIO INC 90138F102 | CL A | $418.22M | 1.62% | 1,906,000 | — |
| 21 | DATADOG INC 23804L103 | CL A COM | $413.62M | 1.60% | 4,757,000 | +29.2% |
| 22 | ZOOM VIDEO COMMUNICATIONS IN 98980L101 | CL A | $413.52M | 1.60% | 1,631,000 | +33.0% |
| 23 | TAL EDUCATION GROUP 874080104 | SPONSORED ADS | $394.07M | 1.53% | 5,762,873 | — |
| 24 | PAYPAL HLDGS INC 70450Y103 | COM | $383.48M | 1.49% | 2,201,000 | -5.1% |
| 25 | ELASTIC N V N14506104 | ORD SHS | $370.67M | 1.44% | 4,019,843 | — |
| 26 | FLEETCOR TECHNOLOGIES INC 339041105 | COM | $325.81M | 1.26% | 1,295,325 | — |
| 27 | UBER TECHNOLOGIES INC 90353T100 | COM | $310.01M | 1.20% | 9,974,716 | — |
| 28 | ANAPLAN INC 03272L108 | COM | $308.15M | 1.19% | 6,800,903 | — |
| 29 | PELOTON INTERACTIVE INC 70614W100 | CL A COM | $306.18M | 1.19% | 5,299,908 | +27.6% |
| 30 | SERVICENOW INC 81762P102 | COM | $292.86M | 1.14% | 723,000 | +29.6% |
| 31 | NEW ORIENTAL ED & TECHNOLOGY 647581107 | SPON ADR | $278.89M | 1.08% | 2,141,500 | — |
| 32 | ATLASSIAN CORP PLC G06242104 | CL A | $272.21M | 1.06% | 1,510,000 | — |
| 33 | SMARTSHEET INC 83200N103 | COM CL A | $211.08M | 0.82% | 4,145,400 | — |
| 34 | MASTERCARD INCORPORATED 57636Q104 | CL A | $183.78M | 0.71% | 621,500 | -14.7% |
| 35 | NEW RELIC INC 64829B100 | COM | $92.74M | 0.36% | 1,346,000 | — |
| 36 | 8X8 INC NEW 282914100 | COM | $79.2M | 0.31% | 4,950,000 | — |
| 37 | ADOBE INC 00724F101 | COM | $73.57M | 0.29% | 169,000 | — |
| 38 | DESPEGAR COM CORP G27358103 | ORD SHS | $66.46M | 0.26% | 9,256,550 | — |
| 39 | SHOPIFY INC 82509L107 | CL A | $66.44M | 0.26% | 70,000 | — |
| 40 | ZENDESK INC 98936J101 | COM | $63.21M | 0.25% | 714,000 | — |
| 41 | DOCUSIGN INC 256163106 | COM | $51.66M | 0.20% | 300,000 | — |
| 42 | ATHENE HLDG LTD G0684D107 | CL A | $44.85M | 0.17% | 1,438,000 | -80.7% |
| 43 | ALPHABET INC 02079K305 | CAP STK CL A | $43.25M | 0.17% | 30,500 | — |
| 44 | TENCENT MUSIC ENTMT GROUP 88034P109 | SPON ADS | $36.34M | 0.14% | 2,700,000 | — |
| 45 | CHEWY INC 16679L109 | CL A | $35.75M | 0.14% | 800,000 | — |
| 46 | VISA INC 92826C839 | COM CL A | $31.49M | 0.12% | 163,000 | — |
| 47 | STONECO LTD G85158106 | COM CL A | $29.68M | 0.12% | 765,783 | -0.4% |
| 48 | DYNATRACE INC 268150109 | COM | $20.3M | 0.08% | 500,000 | — |
| 49 | PHOENIX TREE HLDGS LTD 719156101 | SPONSORED ADS | $17.11M | 0.07% | 1,850,000 | — |
| 50 | SVMK INC 78489X103 | COM | $16.88M | 0.07% | 717,209 | -68.8% |
| 51 | LINX SA 53619W101 | SPONSORED ADS | $15.34M | 0.06% | 3,350,000 | — |
| 52 | CERIDIAN HCM HLDG INC 15677J108 | COM | $13.48M | 0.05% | 170,000 | — |
| 53 | AVALARA INC 05338G106 | COM | $13.31M | 0.05% | 100,000 | — |
| 54 | CARDLYTICS INC 14161W105 | COM | $8.74M | 0.03% | 124,940 | — |
| 55 | FARFETCH LTD 30744W107 | ORD SH CL A | $8.64M | 0.03% | 500,000 | — |
| 56 | XP INC G98239109 | CL A | $8.4M | 0.03% | 200,000 | — |
| 57 | ZOOMINFO TECHNOLOGIES INC 98980F104 | COM CL A | $7.66M | 0.03% | 150,000 | New |
| 58 | HUYA INC 44852D108 | ADS REP SHS A | $6.76M | 0.03% | 362,000 | — |
| 59 | CLOUDFLARE INC 18915M107 | CL A COM | $6.29M | 0.02% | 175,000 | — |
| 60 | BILIBILI INC 090040106 | SPONS ADS REP Z | $4.63M | 0.02% | 100,000 | — |
| 61 | DOUYU INTERNATIONAL HLDNGS L 25985W105 | SPONSORED ADS | $4.62M | 0.02% | 400,000 | — |
| 62 | TENABLE HLDGS INC 88025T102 | COM | $4.47M | 0.02% | 150,000 | — |
| 63 | DROPBOX INC 26210C104 | CL A | $4.35M | 0.02% | 200,000 | — |
| 64 | PAGERDUTY INC 69553P100 | COM | $4.29M | 0.02% | 150,000 | — |
| 65 | SOLARWINDS CORP 83417Q105 | COM | $3.53M | 0.01% | 200,000 | — |
| 66 | AGORA INC 00851L103 | ADS | $3.09M | 0.01% | 70,000 | New |
| 67 | REDFIN CORP 75737F108 | COM | $1.68M | 0.01% | 40,087 | -11.5% |
| 68 | HEALTH CATALYST INC 42225T107 | COM | $1.46M | 0.01% | 50,000 | — |
| 69 | MEDALLIA INC 584021109 | COM | $1.26M | 0.00% | 50,000 | — |
| 70 | ONESMART INTL ED GROUP LTD 68276W103 | SPONSORED ADS | $1.26M | 0.00% | 320,000 | — |
| 71 | DADA NEXUS LTD 23344D108 | ADS | $1.12M | 0.00% | 50,000 | New |
| 72 | KINGSOFT CLOUD HLDGS LTD 49639K101 | ADS | $315K | 0.00% | 10,000 | New |
| 73 | FARMLAND PARTNERS INC 31154R109 | COM | $305K | 0.00% | 44,502 | — |
Total filing value: $25.79B